Changelog

Build-a-Box bundles can now ship with pre-selected products for each box size, defined right in the bundle settings — no more relying on hidden URL parameters. Defaults are applied automatically across the storefront purchase flow, admin "add product," and customer portal add-ons, so shoppers can move through customization faster while still editing if they want. When you set or update defaults, you can also auto-swap existing subscriptions onto the new selection, and campaign links can be tied to the default so updates flow through without re-editing each link.

Subscriptions are now validated against ShipCompliant or Avalara before they bill — not after — so non-compliant orders no longer have to land in Shopify before being caught. When pre-check is enabled, subscription edits, admin and POS signup flows, and pre-billing runs all check compliance proactively, and any issues show up as a status badge and banner on the subscription with the provider's reasons listed. You can also opt to skip billing automatically when a subscription is non-compliant, preventing quarantined orders altogether while keeping the next billing date intact for the next cycle.

Unpicked local pickup orders can now be converted to shipping orders in one step — no refund, no recharging the customer for product. The new "Convert to shipping" action in Shopify's More actions menu cancels the original pickup order, returns inventory to the pickup location, and creates a replacement shipping order via Card on File with the same line items at $0 plus calculated shipping. Both orders are cross-tagged for traceability, and the new shipment is re-checked through ShipCompliant or Avalara so compliance stays in sync.

Membership tiers now support usage discounts — a new benefit type built for comp tastings and other capped, per-member perks. You can define how many uses each tier gets, which products or collections the benefit applies to, and how the allowance resets (calendar year, rolling, anchored to subscription frequency, or specific dates). On POS, staff see a member's remaining uses in the member panel and the discount is applied automatically at checkout, and Card on File picks it up too — so you can finally enforce "4 free tastings a year" without relying on tribal knowledge or generic discount codes.

You can now charge a subscriber's saved card from Shopify POS — no need for them to present a physical card. When a known subscriber walks in with items in cart, staff can tap Card on File, pick a saved payment method, apply discounts, and complete the sale in one flow. These one-time orders also appear as a dedicated revenue stream in Awtomic Analytics, separated from subscription revenue so your subscription metrics stay clean while still rolling up into customer LTV and total revenue.

Skip Limits now supports a calendar-year mode, so you can enforce policies like "one skip per calendar year" without relying on rolling-day math — counts reset on Jan 1 in your shop's timezone. Skip enforcement is also now wired into the admin subscription detail view, matching the customer portal: the Skip button is disabled with a clear tooltip when a subscription has hit its limit. Reschedules that move billing past the upcoming batch date are still allowed for staff flexibility, but skip caps continue to apply once a subscription reaches the limit.

Cancel mitigation now extends to autorenewing prepaid subscriptions. When you opt into the new setting, customers who try to cancel a prepaid plan are walked through cancel reasons, mitigation offers, and a final notice — and their feedback is captured on the subscription timeline and in analytics. Prepaid contracts that the customer cancels mid-term now move to a Cancelled (not Expired) status once the remaining orders ship, so your reporting reflects what actually happened.

You can now create one-time orders directly from a subscription's detail page using the customer's card on file — no more editing the subscription's products to force a billing event. From the new "Create order" split button, pick "Create custom one-time order" to choose products, fulfillment method, discounts, and a saved payment method, then complete the order without involving the customer. The new order is billed cleanly through a phantom contract so it doesn't disturb subscription analytics, order counts, or moments.

You can now create a subscription on a customer's behalf directly from the admin app — useful for customer service recoveries, paper-form signups, and back-office work that used to require sending the shopper back to checkout. A single-page form walks you through customer selection, products, subscription plan, delivery method, and payment, pulling in saved addresses and cards on file to keep entry fast. You can either bill the first order immediately or schedule it for a future date, and the subscription list shows the live status of each creation.